| 08:00 – 09:00 AM | Networking Breakfast |
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| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance |
| Alan Zafran, Founding Partner & Co-CEO, IEQ Capital – Conference Moderator |
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| 09:10 – 09:30 AM | Keynote Lecture |
| Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation |
| Join Sara Crown Star to think about Impact. Learn about how Judge David Bazelon’s (previous Chief Judge of the US Court of Appeals’) work on mental health impacted her. Hear about how Sara’s work @FemHealth Ventures is impacting innovations in women’s health today, and think about where you want to make an impact. This presentation is intended to inspire you to take action to have an impact that will be meaningful to you! |
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| 09:30 – 09:40 AM | A Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong |
| Evan V. Chrapko, Founder, Chairman & CEO, Trust Science |
| This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. |
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| 09:40 – 09:55 AM | Microlending as a Catalyst for Global Financial Inclusion: Bridging Wealth Management and Social Impact |
| Rudolfo Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM, Positiviti Lending |
| Explore the transformative potential of microlending in driving financial inclusion and creating sustainable wealth in developing economies. This lecture will delve into how wealth managers can incorporate microlending opportunities into diverse investment portfolios, balancing financial returns with significant social impact. Attendees will gain insights into the innovative strategies employed by companies like Positiviti Lending to connect North American capital with high impact microlending initiatives in regions such as Kenya, demonstrating a new frontier in socially responsible investing. |
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| 09:55 – 10:05 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Jonathan Northrup, CEO, Stingray Therapeutics Inc. |
| If you are diagnosed with metastatic colorectal cancer, you odds are 87% dead in 5 years from this disease. We are starting a phase 1-2 clinical trial to show that these odds can dramatically be improved with a new regimen in immune oncology utilizing our new drug. Enthusiasm for this trial is amazing, and we have received $14M non-dilutive to support it. We are looking for investors touched by colorectal cancer to help us support this effort to dramatically change the standard of care in colorectal cancer. |
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| 10:05- 10:15 AM | The Missing Piece to Your Financial Future: Maximizing Retirement Savings Through Private Mortgage Investing with CMI Financial Group Inc. |
| Chris Baker, VP, Investment Sales, CMI Financial Group Ltd. |
| Discover how private mortgage investing can transform your retirement strategy. In this insightful session with Chris Baker, discover why savvy investors are turning to private mortgages for higher yields, reduced risk, and enhanced capital preservation. Learn how partnering with an experienced, full-service firm like CMI Financial Group ensures a seamless investment experience with comprehensive management and monitoring. Private mortgage investments offer the potential to enhance returns while mitigating risk, providing a stabilizing force in your portfolio. This presentation is ideal for anyone looking to boost retirement savings while safeguarding their financial future. |
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| 10:15 – 10:35 AM | Fireside Chat: From Soil to Stars – Quiet Leadership and the Driscoll Legacy |
| Dame Sheila B. Driscoll, CEO, Dame Venturus |
| Denny Chared, Founder & CEO, DC Finance – Moderator |
| Join Dame Sheila B. Driscoll as she unveils the unspoken secrets behind four generations of innovation, resilience, and integrity that built the Driscoll global empire. Discover how “quiet leadership” shaped their success—through humility, adaptive foresight, and finding unmet needs—offering rare insights into sustaining legacies without the spotlight. This transformative conversation will inspire you to rethink leadership, entrepreneurship, and the art of impact. |
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| 10:35 – 11:05 AM | Coffee Break |
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| 11:05 – 11:25 AM | Fireside Chat: Leveraging Community Foundations to Complement Philanthropic Work of Family Offices |
| Alan Zafran, Founding Partner & Co-CEO, IEQ Capital – Moderator |
| Nicole Taylor, CEO & President, Silicon Valley Community Foundation |
| With over 800 across the United States, community foundations can be a resource for family offices bridging the gap between wealth management and philanthropy. Learn how advisors work with Silicon Valley Community Foundation, the largest community foundation by asset size, as a thought partner and service provider to realize philanthropic goals for clients. |
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| 11:25 – 11:45 AM | Fireside Chat: Enhancing Philanthropy through Impact Investing |
| Andrew Schneiderman, Senior Director, Impact Investing Bay Area Jewish Federation – Moderator |
| Luz Urrutia, CEO, Accion Opportunity Fund |
| Sara Gaviser Leslie, Founder & Principal, In Other Words |
| As the Bay Area center for Jewish philanthropy, the Federation pairs deep knowledge of Jewish, local and national needs with a range of advising services and giving vehicles. The Federation harnessed the region’s innovative spirit to develop a robust impact investing practice, with a particular focus on financial inclusion. Learn how impact investing can amplify the reach and effectiveness of philanthropic work. |
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| 11:45 – 11:55 AM | Unlocking Lysosomes: Novel Platform to Develop First- and Best-in-Class Treatments for Human Diseases |
| Cuong Do, Founder & Chairman, M6P Therapeutics |
| Lysosomes are the recycling centers for the body. M6P Therapeutic has created a technology platform to deliver any protein to lysosomes, thereby enabling the ability to treat all ~60 lysosomal storage disorders as well as creating completely new avenues for treating cancers, autoimmune diseases, and many other ailments. |
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| 11:55 – 12:15 PM | Successful Biotech Investing – Reducing Risk while Increasing Returns |
| Muneer A. Satter, Vice Chairman, Goldman Sachs Foundation & Goldman Sachs Gives; Chairman, Satter Family Foundation |
| Biotech investing is inherently risky. What are the secrets to reducing risk while increasing returns? |
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| 12:15 – 12:35 PM | Beyond Lifespan: Harnessing Science and Capital for a Healthier Future |
| Johannon “Joe” Olson, Chair, Tiger 21 – Moderator |
| Dr. Christin Glorioso, Co-Founder & CEO, NeuroAge Therapeutics |
| Dr. Ronjon Nag, Adjunct Professor, Stanford Medicine; President, R42 Group |
| Ashley Zehnder, Chief Executive Officer, Fauna Bio |
| Mike Orsak, Founder, Worldview Technology Partners |
| This powerhouse panel brings together a pioneering founder, leading investor and professor, top scientist and community builder, and experienced and discerning high-net-worth consumer to reveal how cutting-edge tech and personalized wellness are reshaping longevity. We will explore turning advancements in health into generational assets while uncovering new opportunities to enhance your quality of life with direct insights.
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| 12:35 – 01:35 PM | Lunch |
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| 01:35 – 01:40 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance |
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| 01:40 – 02:00 PM | The Real World Impact of Blockchain: Fireside Chat with Mike Cagney |
| Mike Cagney, Co-Founder & CEO, Figure Markets; Co-Founder & CEO, Figure |
| Sasha Bernier, Managing Partner, Hestia Holdings – Moderator |
| Blockchain is revolutionizing everything from payments to storage of wealth. This discussion will be about what family offices need to be aware of on how blockchain could affect their daily lives and portfolios. |
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| 02:00 – 02:20 PM | Fireside Chat: Finance as a Force for Good |
| Jason Green, Founder, Emergence Capital & Greenbridge Foundation |
| Margret Trilli, CEO & CIO, ImpactAssets and ImpactAssets Capital Partners |
| Finance has the immense capacity to be a force for good in areas that address some of the biggest challenges of our lifetime, from climate change to economic inclusion. Join us to hear from two leaders in impact investing as they share their insights and experiences on how family offices can achieve their financial objectives while making a difference in the world. |
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| 02:20 – 02:30 PM | The State of the U.S. Real Estate Market – Opportunities and Challenges |
| Cliff Booth, Founder & Chairman, Westmount Realty Capital, LLC |
| Real estate has been in a transitional price discovery period since the Federal Reserve started increasing rates in 2022. Since the Fed cut rates in September, with further cuts anticipated, how are investors identifying new opportunities while mitigating downside risks and navigating market uncertainty? |
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| 02:30 – 02:40 PM | Your Artificial Navigator for Universal Security and Information Online |
| Matthew Aizen, Founder & CEO, YANUS.IO |
| YANUS.IO is a groundbreaking digital identity management platform that simplifies and secures how individuals manage their online presence. Using advanced AI, it addresses privacy, digital legacy planning, and decentralised verification, unifying fragmented profiles into one secure framework. By leveraging aggregated data insights, YANUS.IO drives innovation and sets a new standard in digital identity and security. |
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| 02:40 – 03:00 PM | Trends in Global Sport |
| Paraag Marathe, President of 49ers Enterprises & EVP of Football Operations |
| Investments, where the sector is headed and new ventures in sport, in addition to detailing the difference between European and U.S. sport business. |
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| 03:00 – 03:30 PM | Coffee Break |
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| 03:30 – 03:50 PM | | BREAKOUT SESSION A | BREAKOUT SESSION B | | | | | Navigating the Evolving Role of Chief Investment Officers in Family Office Wealth Management | Next-Gen Strategies: AI & Family Offices | | Alan Zafran, Founding Partner & Co-CEO, IEQ Capital – Moderator | Albert P. Lee, Founder & CEO, APL Ventures | | Matt Oguz, Chief Investment Officer, IRIS | Charles R. Johnson, Fourth Generation , Franklin Templeton | | Sasha Bernier, Managing Partner, Hestia Holdings | Heinz Blennemann, Principal, Blennemann Family Investments | | Susan Block, Principal, Block, Bowman & Associates, Board Member & Advisor, Baciu Family Capital and Management | This panel will delve into the dynamic ways family offices are leveraging artificial intelligence to enhance their operations, streamline decision-making, and manage their investments more effectively. It will also examine the strategies and criteria family offices use to evaluate and invest in AI-driven technologies and companies. Panelists will share insights into the opportunities and challenges posed by this rapidly evolving field, highlighting real-world examples of AI applications in wealth management, data analysis, and risk assessment. | | Raj Krishnan, Chief Investment Officer, Shah Capital Partners | | This panel will explore the unique challenges and responsibilities facing Chief Investment Officers (CIOs) in the context of family offices. It will focus on strategies for balancing risk and growth, managing complex multi-generational wealth, and adapting to evolving market conditions. Additionally, panelists will discuss the increasing integration of family values (e.g., based on the underlying source of wealth or based on a desire to increase sustainable and impact investments) into the family’s investment portfolios and the day-to-day lives of family members. |
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| 03:50 – 04:10 PM | | | | Reimagining AI 2.0 | AI’s Transformative Impact: Navigating Innovation, Ethics, and Adoption in Consumer, Healthcare, and Enterprise Applications | | MR Rangaswami, Founder, Corporate Eco Forum and Indiaspora – Moderator | | Radha Basu, Founder & CEO, iMerit; Co-Founder, Anudip Foundation | Heidi Messer, Entrepreneur, Connector & Board Director – Moderator | | Beena Ammanath, Global Deloitte AI Institute leader; Humans For AI founder; AnitaB.org & Centre for Trustworthy Technology board member Samir Mitra, Founder & CEO, Reya.ai | Mainul Mondal, Founder & CEO, Ellipsis Health Philip Rosedale, Founder & CTO, Second Life | | AI tech is moving at lightning speed. We have gone from discussing LLMs to regulations and guardrails. The question now is “What can AI do for us?” The panel of experts will explore how we can harness and leverage AI to be a force for good. | |
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| 04:10 – 04:30 PM | | | | Aligning Family Office Investments with Personal Passions | A Dicussion with a Next Generation | | Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Moderator Rachel Rivera, Chief Operating Officer, Wild Lives Foundation Erika Cramer, Co-Founder & Managing Member, How Women Invest LLC Kelly Freis, Founder & Principal, International Growth Capital | Bridget Kilroy, Vice President, First Trust Family Office Practice – Moderator Ulrich Schmid-Maybach, 4th Generation Family Member, the Maybach family; Founder & President, Maybach Foundation | | Family offices are putting more money into cutting-edge areas that match their personal passions, like tech, sustainability, and healthcare. Not only does this help them mix up their investments, but it also lets them make a real impact in areas they care about. Our panelists will dive into their own experiences and how that shapes the way they invest. | Ulrich Schmid-Maybach is a philanthropist, real estate developer, and entrepreneur. He is the great-grandson and grandson of Wilhelm and Karl Maybach, respectively. When Daimler AG re-launched the Maybach brand of ultra-luxury automobiles, Schmid-Maybach was named brand ambassador. Inspired by the mentorship of Wilhelm Maybach by Gottlieb Daimler, Schmid-Maybach founded the Wilhelm and Karl Maybach Foundation, to “give exceptionally talented young individuals the chance to change the world.” He resides in San Francisco, but his work and his involvement in the Foundation require he spend much of the time traveling. |
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| 04:30 – 04:50 PM | | Safeguarding America: Innovation and Intelligence in the Fight Against Violent Extremism | How to Become a Billionaire or Centimillionaire as an Entrepreneur | | Phil Weed, Distinguished Senior Strategic OSINT Analyst and the Clarion Project CIN Branch Chief for the Islamic Extremism Branch | Jason Ma, Founder & CEO, ThreeEQ; Member, The B20/G20 – Moderator | | Derek Knapp, Purple Heart Award Recipient, Army Ranger | Adil Adi, Entrepreneur, Allocator & Founding Principal, Adi Family Office & Chairman, WorldLink | | John Harbaugh, Former Senior Executive Service (SES) Leader, United States Digital Initiative | Johann Moonesinghe, Co-Founder & CEO, inKind | | Adam Nielson, President, 7 Vikings Security LLC | | | This panel will explore how cutting-edge technology and expert OSINT analysis are being used to expose, reduce, and prevent violent extremism before it strikes. Our elite team collaborates with law enforcement to deliver actionable intelligence that saves lives, with a special focus on protecting vulnerable communities and children. Learn how our rapid-response capabilities and unique partnerships are making a critical difference in safeguarding the American people. | |
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| 04:50 – 05:30 PM | Cocktail |
